Phoenix, Arizona. Asset Protection attorney Ike Devji was recently featured in a Wall Street Journal story about Offshore Asset Protection Trusts by Norb Vonnegut. “It was pleasure to be part of Norb’s story, especially since he took the time to ask the right questions and do his homework, most reporters focus only on the sensational […]
Is Using Offshore Trusts for Asset Protection Still a Good Idea?
There are many specific methods for implementing Asset Protection planning, some work some don’t. We’ve always had a bias towards the use of offshore trust structures set up at the right time, in the right place with the right language. Why? Because they take the discretion away from plaintiffs and their attorneys and create a […]
Arizona Asset Protection Attorneys Featured at 17th Annual Wealth Protection Conference, May 2014
Attorneys Charlie Davis and Ike Devji will be speaking at the 17th Annual Wealth Protection Conference on May 9 and 10 in Mesa Arizona. Topics covered at the conference will include: How To Protect Your Assets For Generations, How to Safely and Legally Use Offshore Trusts and Banks, Common Fatal Flaws and Misconceptions That Cost […]
Asset Protection with Offshore Trusts – The Cook Islands
This article is somewhat sensational (like most lay-articles on the subject of Asset Protection) in that it focuses on the “bad users” but the science is still sound. There are likely more people abusing tax deductions and self-directed IRAs than the kind of well timed and tax neutral offshore trust planning which we’ve helped 1000’s […]
Asset Protection Trusts For Doctors – An Introduction
Asset-protection strategies for physicians take many forms and range from sound policies and procedures that seek to minimize risk and liability to crisis-management plans, the right kinds insurance, and, finally, specific legal tools. All of these strategies can be valid and effective parts of a true asset protection and risk management system and the key […]
Asset Protection Trust Jurisdictions For Doctors Part 2: Going Offshore
Last week marked the second chapter of our discussion of asset protection trusts for doctors, with a look some basic issues of jurisdiction, that is, what geographic location’s set of laws control the trust. For those who want a potentially higher degree of security with a longer track record, offshore tools like international asset protection […]
U.S. Citizen Thinking Of Expatriating? Important Articles on What it Means
Due to the nature of our practice with thousands of Americans we have safely helped use a variety of tools including offshore trusts in a safe and legal way, we get lots of questions about expatriation. Our position remains the same; the best of usage of these tools is tax neutral and provides surety while allowing […]
Why The Sky is NOT Falling on Offshore Asset Protection Trusts
There’s always a new “landmark” case that’s blown out of proportion, the Alaska case Battley v. Mortensen merely supports existing U.S. law on the 10 year look-back in bankruptcy, if it surprised your Asset Protection planner you need better help, it’s been on the books for years. As for Banruptcy protection in general I tell my […]
A Doctor’s Guide to Navigating Offshore Waters Safely – Asset Protection
A Doctor’s Guide to Navigating Offshore Waters Safely By Ike Devji, J.D. | April 19, 2011 In the world of physicians’ legal and financial planning there is no term as simultaneously oversold, feared, and misunderstood as “offshore.” This is especially true at tax time, as all doctors and their practice managers have been bombarded by […]
Managing Investments held in an offshore Asset Protection Trust
Using the massive deterrence and proven level of protection available in offshore Asset Protection systems requires a team of experienced and knowledgeable professionals working to make sure that you are doing things safely, legally and effectively. That team typically includes an Asset Protection attorney, a trustee, an offshore bank, a great CPA, and an investment advisor. […]
